Emerging Markets Debt | Fund Selector Masterclass
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Learning: Structured
Leading managers and fund selectors reveal what drives emerging markets (EM) debt outperformance beyond spread. Learn how local currency, ESG, and regional insights future-proof your portfolio and show where institutional capital is flowing for the next round of global alpha.
Fund Selector:
- Mark Rimmer, Fund Manager, Premier Miton
Speakers:
- Michael Davidson, Portfolio Manager, PIMCO
- Giulia Pellegrini, Lead Portfolio Manager, Emerging Markets Debt, Allianz Global Investors
- Diliana Deltcheva, Head of Emerging Markets Debt, Robeco
Learning outcomes:
- The importance of a top down approach in EMD investing
- Identifying and managing absolute and relative risk in portfolios
- EMD’s outperformance potential for 2026 after generating strong returns in 2025